Private Debt / Private Equity

Private Debt / Private Equity

We believe that there are exciting opportunities in the private debt and equity space that for a variety of reasons are overlooked by banks and other large institutions. We prefer opportunities that exhibit liquidity preferences to founders capital, show strong management teams and business plans and have the ability to generate strong risk adjusted returns.

About WB Financial

The WB Financial Group was formed in 2009 to provide professional financial services to a diverse client base. The key services that WB provides are Financial Advisory, Corporate Management, Captive Insurance, and Corporate Finance.

Ryan is a founding partner and board member of the WB Financial Group. Ryan manages the firm’s Financial Advisory and Corporate Services business areas in the Turks & Caicos Islands, and has over fifteen years of professional accounting and management experience with a focus on financial services, hospitality and development.

Prior to joining WB Financial, Ryan was a Manager in the Audit and Risk Advisory practice of KPMG in the Turks & Caicos, and was a member of the Assurance and Tax practices of KPMG in London, Ontario. Ryan has also held a senior financial position with the development of a 5 star hotel project in the Turks & Caicos.

Ryan has a BBA from Wilfred Laurier University, and is a Chartered Professional Accountant and member of the Institute of Chartered Professional Accountants of Ontario.

Corey Williams is a founding partner and board member of WB Financial Group. Corey has twenty years of professional accounting, financial services, compliance, and management experience.

From 1995 to 2007 Corey worked at KPMG in Canada and the Caribbean and in 2002 was made Partner in the KPMG Turks and Caicos (TCI) office. Corey provided audit and risk advisory services to clients in the financial services and hospitality sectors and was also the Partner in charge of Risk Management, Ethics, and Independence for KPMG TCI.

In 2007, Corey joined the Bordier & Cie Group as CFO/COO for Caribbean operations. In 2011, he relocated to Asia to assist the Bordier Family in opening a merchant banking operation in Singapore where he acted as CFO/COO. Corey is currently assisting the Bordier Group in transitioning to a new core banking platform, in addition to building out an alternative asset management and insurance platform for the WB Financial Group.

Corey is a graduate of the University of Western Ontario and holds both a CA and CPA designation.

Jen is a founding member of the WB Financial Group, and is the groups CFO. Jen has over fifteen years of professional accounting and management experience, and leads the firm’s hospitality and retail client base.

Prior to joining WB Financial, Jen was a member of the Audit and Risk Advisory practice of KPMG in the Turks & Caicos, and of the Assurance and Tax practices of KPMG in London, Ontario. Jen has also held a senior financial position with a large wholesale and retail operation in the Turks & Caicos.

Jen is a graduate of the University of Western Ontario, and is a Chartered Professional Accountant and member of the Institute of Chartered Professional Accountants of Ontario.

Zack is a partner of the WB Financial Group and a board member. Zack has over 20 years of experience in financial services, including 10 years at Goldman Sachs in their Tokyo and New York offices. While at Goldman Zack focused on multi strategy sales, where team revenues grew from $5million USD in 2001 to over $80million in 2006. Subsequent to Goldman, Zack worked at Deutsche Bank New York and BNP Paribas Japan managing their Equity Derivative Sales business in Tokyo. Over the last 6 years Zack has focused his efforts in the alternative investment space, helping to manage a Singapore based hedge fund, and more recently a private equity fund with operations in Asia and Latin America.

At WB Zack focuses on alternative assets and captive insurance. He works closely with our insurance partners to structure innovative solutions in both insurance and reinsurance along with the appropriate investment programs to maximize capital preservation and enhance investment returns.

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Paul is a member of the WB Financial Group in Cayman. Paul jointly manages the firm’s Financial Advisory business in the Cayman Islands, and has over twenty years of professional accounting and management experience with a focus on financial services and hospitality.

Before joining WB Financial, Paul had a variety of experiences from large, multinational fund administrators, to establishing and managing bank and trust businesses. Paul’s responsibilities have similarly extended from financial accounting, directing operations, through to compliance and risk management.

Before Cayman, Paul worked for Ernst & Young in their UK financial services practice and before that with Arthur Andersen; he trained as a Chartered Accountant with PwC in Scotland.

Paul has a BA (hons) from Exeter University, is a Chartered Accountant, and member of the Institute of Chartered Accountants Scotland, the Society of Trust and Estate Practitioners and the Cayman Islands Institute of Professional Accountants.

Steven is a member of the WB Financial Group in Cayman. Steven jointly manages the firm’s Financial Advisory business in the Cayman Islands, and has over twenty five years of professional accounting and management experience with a focus on financial services.

Before joining WB Financial, Steven had a variety of experiences from large multi-national banks to privately held family office structures. Steven’s main responsibilities have focused on the financial and management accounting and regulatory aspects of these businesses.

Before Cayman, Steven worked for Arthur Andersen and Ernst & Young in their US audit and tax practices with an emphasis on financial service clients. Subsequently, Steven worked primarily within the financial services sector in major money centre jurisdictions (New York, Paris, Hong Kong and the Cayman Islands).

Steven has a BS (hons) from American University, is a Certified Public Accountant, and a member of the Cayman Islands Institute of Professional Accountants.

Virginia is a member of the WB Financial Group in Cayman. Virginia was an attorney for over twenty years practicing law at a senior level focusing on the areas of project finance, funds and general corporate law; almost 10 years having been spent practicing Cayman Islands’ law.

Whilst practicing as an attorney, Virginia wrote the Cayman Islands chapter of Neate’s legal textbook on bank confidentiality.

Virginia worked for Maples and Calder and Walkers before leaving law to set up her own performance coaching company where she focuses on creating thriving businesses and helping professionals manage stress and prevent burn out. Prior to Cayman, she was a partner in a large UK law firm operating between their Glasgow, Edinburgh and London offices.